See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,070 | $105,181+72.2% | $159,436+13.6% | $85,850+110.9% |
| Participation rate | 81.5% | 75.8%+5.7pp | 82.8%-1.3pp | 69.3%+12.2pp |
| Annual return | 15.41% | 45.07%-29.7pp | 263.57%-248.2pp | 318.53%-303.1pp |
| Employer contribution / active EE | $3,563 | $3,318+7.4% | $4,829-26.2% | $2,565+38.9% |
| Participant deferral / active EE | $6,251 | $5,945+5.1% | $7,352-15.0% | $3,952+58.2% |
| Admin fee / account holder | $3,047 | $6,933-56.1% | $10,799-71.8% | $6,260-51.3% |